Join Desjardins as a Client Financial Services Agent, focusing on affluent client management and personalized service. Utilize your expertise to drive business opportunities and enhance client experiences.

Candidates should have at least three years of experience in client service and operational support. This position emphasizes the importance of understanding Desjardins products and compliance standards. You will manage client files and assist in opening accounts, while proposing tailored financial solutions.

Key Responsibilities: • Deliver personalized banking services and solutions • Open accounts and follow up on client requests • Collaborate with advisors for optimal client support • Educate clients on digital engagement methods • Execute operational tasks related to financial services

Requirements: • Attestation of Collegial Studies necessary • Three years of relevant client service experience • Must hold a Mutual Fund Representative Certificate • Fluency in French is essential for the role • In-depth knowledge of financial products and practices

Leverage your experience to provide exceptional service to Desjardins clients.

📌 Desjardins Client Financial Services Expert (Winnipeg)
🏢 Jobtailor
📍 Winnipeg